Purchases and Sales Made in Q3 2024 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.33K+ 6.82% |
$446K - $495K
|
115K
$8.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7.16K+ 34.99% |
$436K - $484K
|
27.6K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.99K+ 35.99% |
$425K - $472K
|
26.4K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
6.79K+ 10.06% |
$413K - $459K
|
74.3K
$5.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.74K+ 1.27% |
$410K - $455K
|
536K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.71K+ 7.49% |
$408K - $453K
|
96.3K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.63KNew |
$403K - $448K
|
6.63K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$383K - $425K
|
6.3K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.24K+ 167.2% |
$379K - $421K
|
9.96K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.22K+ 36.69% |
$378K - $420K
|
23.2K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.18KNew |
$376K - $417K
|
6.18K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
6.1K+ 3.91% |
$371K - $412K
|
162K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.05K+ 89.36% |
$368K - $408K
|
12.8K
$906K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.98K+ 1.35% |
$364K - $403K
|
449K
$31.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.78K+ 9.43% |
$352K - $390K
|
67.1K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.66K+ 1.59% |
$345K - $382K
|
363K
$25.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.66K+ 81.54% |
$344K - $382K
|
12.6K
$890K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.62K+ 13.52% |
$342K - $380K
|
47.2K
$3.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.62K+ 3.67% |
$342K - $380K
|
159K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.6KNew |
$341K - $378K
|
5.6K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.53K+ 13.89% |
$337K - $374K
|
45.4K
$3.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.52K+ 29.36% |
$336K - $372K
|
24.3K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.44K+ 0.72% |
$331K - $368K
|
765K
$54.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.34K+ 39.73% |
$325K - $361K
|
18.8K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.33KNew |
$324K - $360K
|
5.33K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 18.58% |
$322K - $357K
|
33.7K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.26K+ 89.62% |
$320K - $355K
|
11.1K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 11.2% |
$319K - $353K
|
52K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.08K+ 16.04% |
$309K - $343K
|
36.7K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.98KNew |
$303K - $336K
|
4.98K
$352K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.93KNew |
$300K - $332K
|
4.93K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.92K+ 1.88% |
$299K - $332K
|
267K
$18.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
4.92K+ 14.79% |
$299K - $332K
|
38.2K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 83.54% |
$298K - $330K
|
10.7K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.84K+ 1.72% |
$295K - $327K
|
286K
$20.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.83K+ 42.67% |
$294K - $326K
|
16.2K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.47K+ 11.41% |
$272K - $302K
|
43.7K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.38K+ 18.6% |
$266K - $295K
|
27.9K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.22KNew |
$257K - $285K
|
4.22K
$298K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.19K+ 36.95% |
$255K - $283K
|
15.5K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.17K+ 50.06% |
$254K - $281K
|
12.5K
$883K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.14K+ 6.09% |
$252K - $279K
|
72K
$5.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.11K+ 9.72% |
$250K - $277K
|
46.4K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.1KNew |
$250K - $277K
|
4.1K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4.07KNew |
$248K - $275K
|
4.07K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.05KNew |
$247K - $274K
|
4.05K
$286K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.04KNew |
$246K - $273K
|
4.04K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$245K - $272K
|
4.04K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.02KNew |
$245K - $271K
|
4.02K
$284K
|